How it works
Set your goals and automate investing.
From connecting your broker to monitoring your portfolio — here is exactly how My Metric Trade works.
How My Metric Trade Works
Set your goals and automate investing.
Turn your investing ideas into clear, rules-based strategies, and let automation handle the work.
01 — CONNECT
Connect your broker.
Connect your trading accounts through secure broker integrations. Your funds stay with your broker.
Multiple brokers. One automation layer.
02 — DEFINE
Turn your investing idea into a strategy.
Define your goals, rules and risk parameters through a simple, no-code experience.
03 — AUTOMATE
Your strategy. Automated execution.
Define your rules. Leave the execution to technology.
Rules-based automation. Even while you sleep.
Once approved, your strategy runs according to the rules you've defined — without constant market watching or repetitive manual execution.
04 — YOUR PORTFOLIO. AT A GLANCE.
See it all. Without watching it all.
Track executions, portfolio activity and strategy performance across multiple brokers from one unified dashboard.
Execution visibility
See what your strategies have executed across connected accounts.
Portfolio analytics
Understand your positions, activity and performance at a glance.
Your broker holds your funds.
My Metric Trade handles the automation.
You stay in control.